Charlatte America 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Charlatte America
  • Sponsor EIN: 541678071
  • Sponsor Address: PO BOX 968, BLUEFIELD, VA, 24605
  • Plan Type: 401(k)
  • Total Participants: 99
  • Total Assets: $1.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202499$1.9M$252,586$215,560
202374$1.2M$79,825$153,799
202258$847,651$59,183$111,795

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